+109.8%
AAPL vs PSA
+10.8%
+99.0%
-33.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | PSA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | -2.3% | +2.0% | +0.6% |
| 7D | -3.0% | -2.2% | -0.7% | -2.2% |
| 30D | +2.3% | -9.6% | +11.8% | +6.0% |
| 3M | +8.6% | -7.9% | +16.5% | +11.6% |
| 6M | +21.6% | -2.0% | +23.6% | +21.5% |
| YTD | +16.3% | +15.7% | +0.6% | +8.6% |
| 1Y | +35.1% | +5.8% | +29.3% | +30.4% |
| 3Y | +79.4% | +21.6% | +57.8% | +58.7% |
| 5Y | +109.8% | +13.1% | +96.7% | +94.9% |
| All | +109.8% | +10.8% | +99.0% | +94.9% |
Cumulative growth
Daily Returns
Daily percentage return beside PSA.
Daily Out/Under-Performance
Portfolio return minus PSA return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × PSA return. Early observations use the first valid beta; later observations use the trailing beta estimated for each date.
Cumulative Out/Under-Performance
Relative wealth over 5y: compounded portfolio wealth divided by compounded PSA wealth, less one. Both series rebase at the selected span's start.
Cumulative Alpha
Compounded beta-adjusted residual returns apply the first valid beta to early observations, then the trailing beta ending on each date.
Updating return analytics…
5y analysis · Full analysis span regression · 6 months rolling